Comments on: NAPFA Technology Conference Report: Day Two

By: FP Pad » Blog Archive » Technology Tips to Cut Costs and Increase Revenue

Sat, 20 Feb 2010 21:37:39 +0000

[...] software (e.g. iRebal, Tamarac, TRX) to increase trading [...]

By: FP Pad » Blog Archive » Free Download of Acronis True Image 10 Personal Edition

Mon, 02 Feb 2009 17:05:39 +0000

[...] NAPFA Technology Conference Report: Day Two [...]

By: FP Pad » Blog Archive » Yes, Twitter Can Help Financial Planners

FP Pad » Blog Archive » Yes, Twitter Can Help Financial Planners — Tue, 30 Dec 2008 18:38:57 +0000

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By: FP Pad » Blog Archive » Schwab Institutional Webcast: Portfolio Rebalancer Enhancements

Mon, 17 Nov 2008 19:05:46 +0000

[...] enhancements to their Portfolio Rebalancer utility. After viewing an excellent demo of Tamarac on Day 2 of the NAPFA Technology Conferencein Las Vegas, I’m interested in seeing what Schwab is doing to position their own rebalancing [...]

By: Patrick Dacre

Patrick Dacre — Sun, 26 Oct 2008 20:38:49 +0000

I use Grand central on my site, and would love to see it incorporated, or skype in the profiles..

By: Hussien Fawaz

Hussien Fawaz — Sat, 25 Oct 2008 13:22:40 +0000

Thanks for the kind mention Bill. This is a nice service you are providing to the Financial Planning Community-keep up the great work!

By the way, Starfire Investment Advisers was the RIA that I left in January 2008 and I now have my own firm YDream Financial Services in Franklin, TN. NAPFA apparently printed the conference materials before they updated their membership records.

By: Mrinal

Mrinal — Fri, 24 Oct 2008 23:08:30 +0000

Bill – thank you from CrossLoop for sharing this with us. We are small so it really excites us to see ‘organic’ presentations like this about our product!!
Have a great weekend

By: Russ

Russ — Fri, 24 Oct 2008 00:50:49 +0000

Thanks for these update posts, Bill.

I’ve seen Tamarac and it really is an impressive platform.

And I’ve read a couple columns by Hussien Fawaz before in Virtual Office News, and he really seems to have the tips, tricks and gadgets world down to a science.

Look forward to more updates. Hope you’re well.